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Larson Financial Group’s Morningstar MORN Stock Holding History

Larson Financial Group’s Portfolio MORN Stock Details MORN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$476K Buy
3,050
+2,682
+729% +$466K 0.01% 573
2026
Q1 		$62.2K Buy
368
+305
+484% +$56.7K ﹤0.01% 1235
2025
Q4 		$13.7K Buy
63
+10
+19% +$2.17K ﹤0.01% 1941
2025
Q3 		$12.3K Buy
53
+1
+2% +$267 ﹤0.01% 1911
2025
Q2 		$16.3K Sell
52
-103
-66% -$30.5K ﹤0.01% 1576
2025
Q1 		$46.5K Buy
155
+152
+5,067% +$47.9K ﹤0.01% 1057
2024
Q4 		$1.01K Buy
+3
New +$1.02K ﹤0.01% 2042
2024
Q1 		– Sell
-23
Closed -$6.58K – 1867
2023
Q4 		$6.58K Hold
23
– – ﹤0.01% 1112
2023
Q3 		$5.39K Hold
23
– – ﹤0.01% 1152
2023
Q2 		$4.51K Hold
23
– – ﹤0.01% 1124
2023
Q1 		$4.67K Hold
23
– – ﹤0.01% 1102
2022
Q4 		$4.98K Hold
23
– – ﹤0.01% 1030
2022
Q3 		$5K Hold
23
– – ﹤0.01% 965
2022
Q2 		$6K Buy
+23
New +$5.8K ﹤0.01% 833

Other funds holding MORN

BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Larson Financial Group's MORN Position: Q2 2026 in Review

Larson Financial Group increased its Morningstar (MORN) stake by 729% in Q2 2026, buying an estimated $466K and bringing the position to 3,050 shares worth $476K. The position accounts for 0.01% of the portfolio, ranked #573.

Larson Financial Group first reported a position in MORN in Q2 2022 and has held it in 14 quarters since. 420 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • Larson Financial Group held 3,050 shares of Morningstar worth $476K as of Q2 2026.
  • Larson Financial Group bought 2,682 Morningstar shares in Q2 2026, an estimated $466K.
  • Morningstar made up 0.01% of Larson Financial Group's portfolio in Q2 2026, its #573 holding.
  • Larson Financial Group first reported a position in Morningstar in Q2 2022 and has held it in 14 quarters since.
  • 420 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.